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Graeme Spencer Woods

G.S. Woods Wealth Management

Forest Hilll, MD

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Current Employers
G.S. Woods Wealth Management

Forest Hilll, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-06-02
PA RA APPROVED 2016-12-08
  • MD RA
    APPROVED
    Since 2023-06-02
  • PA RA
    APPROVED
    Since 2016-12-08

Branch Locations

Forest Hilll, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Forest Hill PA 05/2006 Present
Mutual Of Omaha Investor Services. Omaha NE 07/2013 09/2016
Mutual Of Omaha Blue Bell PA 06/2013 09/2016
G.S. Woods Financial Solutions Llc Forest Hill PA 09/2016 Present
Re/Max Edge Danville PA 06/2016 12/2018
Gsw Trading Company Forest Hill PA 04/2020 Present
Exp Realty, Llc Berwick PA 12/2019 12/2020
Finalis Securities Chicago IL 03/2022 04/2025
Exp Commercial Philadelphia PA 06/2022 05/2025
Jogrr Ventures, Inc. Forest Hill MD 12/2025 Present
Vidik Labs Llc Forest Hill MD 03/2026 Present
  • 05/2006 → Present
    Self
    Forest Hill, PA
  • 07/2013 → 09/2016
    Mutual Of Omaha Investor Services.
    Omaha, NE
  • 06/2013 → 09/2016
    Mutual Of Omaha
    Blue Bell, PA
  • 09/2016 → Present
    G.S. Woods Financial Solutions Llc
    Forest Hill, PA
  • 06/2016 → 12/2018
    Re/Max Edge
    Danville, PA
  • 04/2020 → Present
    Gsw Trading Company
    Forest Hill, PA
  • 12/2019 → 12/2020
    Exp Realty, Llc
    Berwick, PA
  • 03/2022 → 04/2025
    Finalis Securities
    Chicago, IL
  • 06/2022 → 05/2025
    Exp Commercial
    Philadelphia, PA
  • 12/2025 → Present
    Jogrr Ventures, Inc.
    Forest Hill, MD
  • 03/2026 → Present
    Vidik Labs Llc
    Forest Hill, MD
Previous Registrations
Other Businesses

1.) Constance Financial Group LLC. I've had this LLC since 2009. NOT INVESTMENT RELATED and no longer in operation (AS OF JUNE 2013).1108 Osborne Parkway, Forest Hill MD 21050. I AM THE SINGLE MEMBER/OWNER/OPERATOR. THIS BUSINESS STARTED IN 1998 AS A SOLE PROPRIETORSHIP. Business research and development. This is part time and I DEVOTE APPROXIMATELY 0 HOURS A MONTH TO THIS BUSINESS including during SECURITIES TRADING HOURS 2.) GSW Trading Company dba Orilie's Medical Supply. It is not investment related and no longer in operation; 1108 Osborne Parkway, Forest Hill MD 21050; wholesale Import and export company; General Manager, Single member owner; 04/30/2020; 1; Purchase and sell goods over seas. 3.) Multi Arbitrage Capital Solutions dba Venture Risk & Insurance; investment-related; 1108 Osborne Parkway, Forest Hill, MD, 21050; Private search for businesses to acquire, also insurance producer and business consultant. CEO; Started in 02/14/2024; 60 hours a month. I consult business owners on insurable and uninsurable risks in their business. The uninsurable risks include 8 drivers of company value. This helps owners manage their business and make data driven decisions to grow their business value or to exit. I am a producer of life accident and health insurance, as well as property and casualty insurance. I work closely with G.S. woods Wealth Management and other wealth advisors to help individuals and families who own businesses with financial planning and/or to provide qualified and non-qualified benefits advisory. I search for business that the company may acquire that support the business as feeders (Insurance agencies or books of business, non-CPA firms, RIA's that work with business owners.) and other businesses that fit the companies' investment appetite. 4.)Joggr Ventures, Inc. It is not investment related. 1108 Osborne Parkway, Forest Hill MD 21050. Vended laundromat development and investment. CEO. No relation with the other businesses. Started December 2, 2025. 2 hours a month. My duties include identification and analysis locations to lease for the investment in and development of a vended laundromat. 5.) Vidik Labs LLC. It is not investment related. 1108 Osborne Parkway, Forest Hill MD, 21050. IT, Intelligence, and software development. CEO. G.S. Woods Wealth Management and Venture Risk & Insurance are potential subscribers to our software offerings. 60 a month mostly at night and on the weekends to develop software. My duties include software development, marketing, and sales.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-04-14
S65 Uniform Investment Adviser Law Examination 2009-03-16
  • S63 Uniform Securities Agent State Law Examination
    2022-04-14
  • S65 Uniform Investment Adviser Law Examination
    2009-03-16
Designations

View on SEC IAPD

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